JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

3,642 hedge funds and large institutions have $298B invested in JPMorgan Chase in 2023 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,615 increasing their positions, 1,504 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,642
Holders Change
+61
Holders Change %
+1.7%
% of All Funds
57.44%
Holding in Top 10
496
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.73%
% of All Funds
7.82%
New
186
Increased
1,615
Reduced
1,504
Closed
95
Calls
$8.35B
Puts
$8.4B
Net Calls
-$43.5M
Net Calls Change
+$851M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$953M
2
Barclays
Barclays
United Kingdom
+$470M
3
State Street
State Street
Massachusetts
+$347M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$342M
5
Morgan Stanley
Morgan Stanley
New York
+$338M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$8.09B
2
Bank of America
Bank of America
North Carolina
-$867M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$417M
4
Capital World Investors
Capital World Investors
California
-$317M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
1101
Baker Ellis Asset Management
Washington
$7.35M +$42.2K +290 +0.6%
SC
1102
Schulhoff & Co
Ohio
$7.34M -$13.1K -90 -0.2%
ETC
1103
Exchange Traded Concepts
Oklahoma
$7.34M +$262K +1,803 +4%
MPIM
1104
McGinn Penninger Investment Management
Virginia
$7.33M -$2.47K -17 -0%
CRI
1105
Commonwealth Retirement Investments
Virginia
$7.3M +$179K +1,234 +3%
BSB
1106
Bangor Savings Bank
Maine
$7.29M +$52.8K +363 +0.7%
ANBT
1107
American National Bank & Trust
Texas
$7.27M -$329K -2,263 -4%
EAMA
1108
EFG Asset Management (Americas)
Florida
$7.26M -$548K -3,768 -7%
ECI
1109
EFG Capital International
Florida
$7.26M +$7.26M +49,949 New
BSC
1110
Brown Shipley & Co
United Kingdom
$7.26M +$439K +3,017 +6%
MCP
1111
Mirador Capital Partners
California
$7.25M +$139K +956 +2%
QFA
1112
Quattro Financial Advisors
Texas
$7.23M +$6.94M +47,700 +2,385%
WPP
1113
Whalerock Point Partners
Rhode Island
$7.22M -$30.7K -211 -0.4%
FIB
1114
First Interstate Bank
Montana
$7.22M -$355K -2,441 -5%
SWM
1115
Spire Wealth Management
Virginia
$7.2M -$1.43M -9,831 -17%
FBC
1116
Fairfield, Bush & Co
Connecticut
$7.18M +$304K +2,087 +4%
DWA
1117
Douglass Winthrop Advisors
New York
$7.18M -$1.19M -8,209 -14%
ERWM
1118
Elk River Wealth Management
Colorado
$7.15M -$140K -966 -2%
AT
1119
American Trust
Kentucky
$7.14M -$79K -543 -1%
GWM
1120
GDS Wealth Management
Texas
$7.13M +$262K +1,800 +4%
WSC
1121
Wellington Shields & Co
New York
$7.13M +$133K +917 +2%
EFS
1122
Essex Financial Services
Connecticut
$7.11M -$475K -3,267 -6%
ADL
1123
Asset Dedication LLC
California
$7.11M +$427K +2,948 +6%
AC
1124
AlphaCore Capital
California
$7.1M +$4.02M +27,622 +130%
BC
1125
Burney Company
Virginia
$7.1M -$1.5M -10,319 -17%
43 44
45
46 47